In this module, you will learn how to set the foundation for open and respectful financial conversations. This module focuses on building a judgment-free environment where you and your partner can discuss money matters without fear of criticism. You’ll explore how individual experiences shape financial beliefs and values, as well as strategies to navigate disagreements and external influences. By setting clear ground rules and cultivating understanding, you’ll establish a safe space to begin aligning your financial goals as a team.

In this module, you will focus on practical tools to establish systems for managing your finances as a team. From budgeting basics to determining the best account structure for your household, this module provides actionable steps to streamline your financial processes. You’ll also define clear roles and responsibilities to keep your finances organized and ensure accountability. Regular check-ins, tracking progress, and adjusting as needed will give you the tools to maintain a strong financial foundation over time.

In this module, you will  focus on transparency and aligning your financial priorities as a couple. This module will guide you through identifying personal goals and understanding their impact on your shared finances. You’ll explore how to set mutual goals, navigate differences, and avoid common challenges like financial secrecy or comparison. By working together, you’ll develop a shared vision for your financial future and establish clear steps to achieve it.

Packed with practical exercises, this workbook helps you and your partner strengthen your financial relationship through meaningful conversations and collaborative planning. You’ll reflect on your financial fears, uncover your money story, and practice navigating disagreements with respect and understanding. Together, you’ll share your financial details, identify individual and shared goals, and build systems like budgets and account structures that work for both of you.